Jana L'etoile, financial advisor Milford CT

Jana L'etoile

CRD Number: 4490457
Current Firm: Trinitypoint Wealth, LLC

Jana L'etoile (CRD# 4490457) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Trinitypoint Wealth, LLC Milford, CT Jun 2018 - Current 5
Beirne Wealth Consulting Services, LLC Shelton, CT Jan 2012 - Jun 2018 6
Purshe Kaplan Sterling Investments Albany, NY Jan 2012 - Sep 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Jana M. L'etoile
Phone Number: (203) 693-8525
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,149
    MILLIONS
  • Total Number of Accounts
    3,980
    ACCOUNTS
  • Average Account Value
    $288,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, WA

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